Le Conte Wealth Management, LLC Ishares Short Term National Mu Transaction History
Le Conte Wealth Management, LLC
- $150 Billion
- Q3 2025
A detailed history of Le Conte Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Le Conte Wealth Management, LLC holds 7,386 shares of SUB stock, worth $786,682. This represents 0.53% of its overall portfolio holdings.
Number of Shares
7,386
Previous 5,326
38.68%
Holding current value
$786,682
Previous $566 Million
39.25%
% of portfolio
0.53%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
949Shares Held
75.6MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO7.77MShares$827 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC7.53MShares$802 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.49MShares$691 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA2.75MShares$293 Million0.33% of portfolio
-
Creative Planning Overland Park, KS2.75MShares$293 Million0.23% of portfolio